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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-06 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
8000 Norman Center Drive Suite 630, Minneapolis, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Minneapolis | MN | 03/2008 | 10/2017 |
| Ameriprise Financial Services Inc | Minneapolis | MN | 01/2018 | 10/2018 |
| Innovation Partners | Charlotte | NC | 08/2020 | Present |
| Mount Yale Capital Group Llc | Minneapolis | MN | 11/2018 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 08/2020 | Present |
1) Mount Yale Capital Group LLC; investment related; 8000 Norman Center Drive, Suite 630, Minneapolis, MN 55437; portfolio design, asset management and product development firm; VP of Marketing; 2/2020; 40 hours per week; Responsible for brand management, supporting business development, product marketing and providing marketing support to sales staff. 2) City of Maple Grove; non-investment related; 2800 Arbor Lakes Pkwy N, Maple Grove, MN 55369; Firefighter; 1/2015; 20 hours/month; Responds to 30% of all calls from their assigned fire station and attend training drills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-03 |
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